Property Inquiry Router & CRM
Every time someone submits a property inquiry on your website, this automation looks up which agent covers that region (from a simple assignment sheet you maintain), sends them an instant SMS with the lead's details, and logs the inquiry to a shared Leads sheet. No more forwarding emails around or leads sitting unassigned overnight.
Automation flow
Inquiry Submitted
A webhook captures the property inquiry from your website form.
Normalize Data
Name, email, phone, property, and region fields get cleaned up.
Match Agent
The region is matched against your Agent Assignments sheet.
Notify & Log
The matched agent gets an instant SMS while the lead is logged to Sheets.
How it works
- 1A visitor submits an inquiry about a property.
- 2The workflow looks up which agent covers that region in your Agent Assignments sheet (falling back to the Default agent if no exact match).
- 3The lead is logged to your Leads sheet and the matched agent gets an instant SMS with the lead's details.
Services used
What you'll need
- An n8n Cloud or self-hosted account
- A Google account (Sheets)
- A Twilio account (SMS notifications) — pay-as-you-go, a few cents per SMS
What's included
- Region-based auto-assignment with a fallback default agent
- Instant SMS notification, no email checking required
- Every lead logged with which agent it went to
- Works with any form that can POST to a webhook
Estimate what this could save you
3.6 hours/month
≈ $108/month in your time
A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.
Works well with this automation
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Listing Price Change Alert
Watches your own listings sheet for price changes and automatically emails everyone who's interested in that property.
Save with the complete system: Real Estate, Hospitality & Events Bundle
Instead of buying separately: $177 — System: $79
Questions about this template
Secure checkout via Polar. Delivered by email instantly.
Structurally validated: automatically checked for valid n8n format before every deploy.
- Difficulty
- Medium
- Setup time
- ~20 min
- Integrations
- 3
- Node count
- 7
- Format
- .json + guide